Whitney Tilson’s Latest Ideas
The annual letter for hedge fund manager T2 Partners was published recently and provides the investment ideas of managing partners Whitney Tilson and Glenn Tongue. Since inception in 1999, T2 has returned 158% versus the S&P 500 return of 10%.
Tilson was negative on the housing market before it imploded and he continues to maintain a short position in the homebuilders. Market Folly lists the 10 largest short positions and 12 largest long positions for the fund with a justification for each.
Source: Market Folly
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